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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NS
601
NBC Securities
Alabama
$187K +$187K +2,000 New
CWP
602
Concord Wealth Partners
Virginia
$183K -$1.03K -11 -0.6%
RFA
603
Resurgent Financial Advisors
Georgia
$168K -$15.4K -164 -8%
LWA
604
Lowe Wealth Advisors
Maryland
$167K
HNB
605
Huntington National Bank
Ohio
$152K -$127K
NRC
606
New Republic Capital
North Carolina
$149K -$109K -1,157 -42%
BC
607
Bartlett & Co
Ohio
$145K -$14.5K -154 -9%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$145K -$14.5K -154 -9%
OLVIG
609
Oliver Lagore Vanvalin Investment Group
Michigan
$134K -$240K -2,552 -64%
KFS
610
Kelly Financial Services
Massachusetts
$126K -$237K -2,521 -65%
EW
611
Element Wealth
Mississippi
$123K
PC
612
Pecaut & Co
Iowa
$112K +$5.26K +56 +5%
FCA
613
FinTrust Capital Advisors
South Carolina
$110K -$1.29M -13,718 -92%
LFG
614
Larson Financial Group
Missouri
$106K
ADL
615
Asset Dedication LLC
California
$98K +$4K +43 +4%
BFPW
616
BOK Financial Private Wealth
Colorado
$96.8K
CSWG
617
Cardinal Strategic Wealth Guidance
Kentucky
$95.7K
TLA
618
Tanglewood Legacy Advisors
Texas
$93.9K
IRAG
619
Investment Research & Advisory Group
Georgia
$93K -$34.2K -364 -27%
GEA
620
Glen Eagle Advisors
New Jersey
$91.7K +$282 +3 +0.3%
FP
621
Financial Perspectives
Minnesota
$89.4K
GWM
622
Geneos Wealth Management
Colorado
$86.2K +$46K +490 +114%
AWM
623
Abound Wealth Management
Tennessee
$84.8K +$282 +3 +0.3%
BL
624
Balentine LLC
Georgia
$81.8K +$81.8K +871 New
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$79.3K -$1.03K -11 -1%